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  1. Preface
  2. Workday Connector
  3. Workday connections
  4. Workday operations
  5. Mappings and mapping tasks with Workday
  6. Appendix A: Workday data type reference
  7. Appendix B: General considerations when using Workday V2 Connector
  8. Appendix C: Workday target approaches

Workday V2 Connector

Workday V2 Connector

Step 2. Add an Expression transformation

Step 2. Add an Expression transformation

You must add any missing fields for each of the object groups in the transformation before you write to Workday. The Expression transformation must define the relationship of the incoming fields with the target fields.
Before you write to Workday, ensure that each of the groups contains an ID and type. The ID is the unique identifier for an instance of the object in Workday. Type refers to the type of ID value passed for the object in the expression that references the Workday data.
  1. In the
    Transformation
    palette, drag the Expression transformation to the mapping canvas.
  2. On the
    General
    tab, enter a name and description.
  3. Draw a link to connect the opportunity Source transformation.
  4. On the
    Incoming Fields
    tab, you can configure the field rules that define the data that enters the transformation.
  5. On the
    Expression
    tab, add the fields, configure the required properties and expressions required for each of fields.
    The following image shows the configured expressions for the fields in the opportunity object:
    The expression includes the reference IDs for currency, opportunity status code, and prospect. Inactive = False indicates that the activity opportunity is active, the Update_only field corresponds to the Update_Opportunity_Only target field.
  6. Repeat the steps to add an Expression transformation for the opportunity line source object.
    The following image shows the configured expressions for the fields in the opportunity line object:
    The expression includes the required field for the opportunity line data in Workday. For the opportunity line group, revenue category is the opportunity line type.
    The following table provides information about the sample configured field names and their expressions:
    Field Name
    Expression
    Description
    o_Opty_Stage_Id_Type
    'Opportunity_Status_Code'
    Specifies the reference ID type used in Workday for opportunity status code.
    o_Stage_ID
    'W'
    The ID that corresponds to the reference ID type for Opportunity_Status_Code. For the stage name of Closed Won status in Salesforce, W is the corresponding value for the reference ID in Workday.
    o_Currency_ID
    'USD'
    The ID that corresponds to the reference ID type for currency.
    o_Currency_Id_Type
    'Currency_ID'
    Specifies the reference ID type used in Workday for currency.
    o_RevenueCategory
    'Product'
    For the opportunity line group, revenue category is the opportunity line type. Revenue category is a required field in Workday.
    o_Inactive
    0
    Inactive = false indicates that the activity opportunity is active.
    o_UpdateOnly
    0
    The Update_only field corresponds to the Update_Opportunity_Only target field, and determines whether you want to update only the opportunity data, or both the opportunity data and the opportunity line item data. You can decide the value based on what you require.
    o_WDAY_Prospect_ID_Type
    'Prospect_Reference_ID'
    Specifies the reference ID type used in Workday for prospect.